4 Comments
Feb 12Liked by Michael Fritzell

Yes, it does sound attractive, doesn’t it.

Hong Kong offers a luxury problem; too many absurdly cheap stocks.

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Yeah, that was my reaction: yet another one! πŸ˜…

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Hi Michael, you leave me intrigued about what intrigued you about my comments on Analogue. πŸ˜‰

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Decent return on capital and enjoying (some) recurring revenues... at a mid-single digit P/E

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